13F filer

Catalyst Capital Advisors

As of Jun 30, 2026 Filed Jul 24, 2026 CIK 1549275 SEC filings ↗
13F Value
$6.03B
Positions
369
Top Position
IJH11.2%
Top 5
43.9%

Latest filing changes

vs Mar 31, 2026
Holdings369
# Trend (4Q)
1 IJH 11.2% $674.4M +5.6% 8.75M 10.4% ETF
2 IWB 11.1% $670.7M -0.2% 1.64M 10.9% ETF
3 IWM 7.4% $448.1M -7.0% 1.49M 7.4% ETF
4 USMV 7.1% $429.8M +5.0% 4.46M 7.3% ETF
5 VWO 7.0% $421.1M +0.5% 7.06M 7.1% ETF
6 SPY 6.6% $399.7M +2.1% 535.3K 6.3% ETF
7 IJR 6.0% $361.0M -1.0% 2.43M 5.7% ETF
8 VOO 3.0% $179.6M +2.4% 261.4K 2.8% ETF
9 VV 2.6% $156.8M +2.5% 456.1K 2.5% ETF
10 DFAC 2.4% $146.3M -0.8% 3.30M 2.4% ETF
11 INDA 2.3% $137.9M -10.5% 2.79M 2.7% ETF
12 VO 2.2% $135.2M -0.4% 1.68M 2.3% ETF
13 VNQ 2.2% $132.9M -1.0% 1.38M 2.3% ETF
14 VB 1.8% $107.6M +1.3% 355.0K 1.7% ETF
15 IWR 1.4% $84.8M — 768.5K 1.4% ETF
16 IQLT 1.4% $81.8M +5.0% 1.65M 1.4% ETF
17 EWT 1.3% $80.4M -24.1% 739.8K 1.3% ETF
18 EWJ 1.3% $78.8M +5.6% 844.6K 1.3% ETF
19 EWU 1.2% $69.8M +5.1% 1.51M 1.2% ETF
20 DFAE 1.0% $63.1M -8.1% 1.57M 1.1% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing36
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.